Integration
Connect Cling and Financial Cents
When New Document fires in Cling, your agent runs Create Contact in Financial Cents, or New Client in Financial Cents to Create Client in Cling. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Cling and Financial Cents to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Cling and Financial Cents can do together
From Cling to Financial Cents
When New Document in Cling
then Create Contact in Financial Cents
When Document Accepted in Cling
then Update Contact in Financial Cents
From Financial Cents to Cling
When New Client in Financial Cents
then Create Client in Cling
When New Contact in Financial Cents
then Add project in Cling
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Cling and Financial Cents
Triggers and actions 8 triggers · 35 actions
Trigger
Document AcceptedTriggers when a Cling document is fully accepted (signed by all clients).
Trigger
Document DeniedTriggers when a client denies a Cling document.
Trigger
Document ExpiredTriggers when a Cling document passes its expiration date.
Trigger
Document SentTriggers when a Cling document is sent to its clients.
Trigger
New DocumentTriggers when a new document is created in Cling.
Action
Add projectCreates a new project in Cling to group documents.
Action
Add templateCreates a new document template in your Cling company.
Action
Create ClientCreates a new client (end customer) in Cling that documents can be sent to.
Action
Create DocumentCreates a new Cling document from a template for one signing client. The document is created as a draft; use Send Document to deliver it.
Action
Delete clientDeletes a client (end customer) from your Cling account.
Action
Delete DocumentDeletes a Cling document by its ID.
Action
Delete projectDeletes a project in Cling by its ID.
Action
Delete templateDeletes a template from your Cling account.
Action
Get clientReturns a single client (end customer) by its ID, including contact details, addresses and notes.
Action
Get DocumentReturns one Cling document by its ID, including its status and dates.
Action
Get projectReturns a single Cling project by its ID, including its status, totals, clients and main document summary.
Action
Get templateReturns a single Cling template by its ID.
Action
List ClientsReturns the clients (end customers) in your Cling account.
Action
List documentsReturns documents in your Cling account, optionally filtered by status or an advanced filter and sorted.
Action
List projectsReturns the projects in your Cling account, optionally filtered and sorted.
Action
List TemplatesReturns the document templates in your Cling account.
Action
Send DocumentSends an existing Cling document to its clients for signing.
Action
Update clientUpdates an existing client's details in Cling, such as name, contact information and addresses. Fields left blank are not changed.
Action
Update documentUpdates a Cling document's status or assigned company user. Only the values you fill in are changed.
Action
Update projectUpdates an existing project's name or status in Cling.
Action
Update templateRenames an existing Cling template.
Trigger
New ClientTriggers when a new client is added in Financial Cents.
Trigger
New ContactTriggers when a new contact is added to a client in Financial Cents.
Trigger
New projectTriggers when a new project is created in Financial Cents.
Action
Create ClientCreates a new client in Financial Cents, optionally with a primary contact person.
Action
Create ContactCreates a contact person under a client in Financial Cents and returns the new contact.
Action
Create ProjectCreates a new project in Financial Cents from one of your project templates, optionally assigning it to a client, reviewer and team member.
Action
Delete clientDeletes a client from Financial Cents.
Action
Delete contactDeletes a contact from Financial Cents.
Action
Find ClientFinds clients whose name matches the text you supply, returning the matching clients with their contacts and groups.
Action
Find ContactFinds contacts whose name or email matches the value you search for, returning the matching contacts with their client.
Action
Find projectsFinds projects whose title matches the search text, returning the matching projects and the first match's id.
Action
Find TemplateFinds project templates whose title matches the text you give.
Action
Find usersFinds users on your Financial Cents team whose details match the search terms.
Action
Get clientReturns a single client by its id, including the client's contacts.
Action
Get contactReturns a single contact by its id, including its name, email and associated clients.
Action
Update clientRenames an existing client in Financial Cents and returns the updated client record.
Action
Update ContactUpdates an existing contact's name, email, phone numbers, address or notes. Fields left blank are not changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Cling
Cling to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Cling to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Cling to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Cling to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Cling to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Cling to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Financial Cents
ActiveCampaign to Financial CentsActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to Financial CentsOrganize anything with Airtable, a modern database created for everyone.
Asana to Financial CentsAsana is a collaborative information manager for workspace.
ClickUp to Financial CentsClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to Financial CentsDiscord is an all-in-one voice and text chat for gamers.
Brevo to Financial CentsBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Questions
Cling and Financial Cents, answered
What can start an automation from Cling?
Any of Cling's 5 triggers in the catalog, including New Document, Document Accepted, Document Denied and Document Expired. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Financial Cents when something happens in Cling?
Any of Financial Cents's 14 actions, including Create Client, Create Contact, Create Project and Update client. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Financial Cents to Cling?
Yes. When something happens in Financial Cents, your agent can act in Cling too. This page covers both directions: Financial Cents's triggers and Cling's actions are listed here as well.
Do I have to build a connector for Cling or Financial Cents?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Cling and Financial Cents without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.